Section
Private Markets
32 posts
Canada's Private Markets: The Easy Growth Is Over. The Real Work Begins.
iCapital Canada's 2025 survey paints a clear picture — not of a market losing momentum, but of one finally growing up.
Private Markets Are Reshaping Wealth — Are Canadian Portfolios Ready?
Listen on The Go If institutional investors have already shifted toward global diversification and private markets, why…
Howard Marks: AI Hurtles Ahead
by Howard Marks, Co-Chairman, Oaktree Capital Management When I was preparing to write my December memo about artificial…
AI, Defense, and a New Private Markets Playbook with Ash Lawrence
Listen on The Move Private markets are quietly being rewritten in real time—and in this conversation, Ash…
AI Infrastructure: The Backbone of the Next Tech Wave
by Jina Yoon, Chief Alternative Investment Strategist, LPL Research Reflecting back on 2025, a day has not gone…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Bringing AI Down To Earth
The ingredients fueling the AI boom are in short supply.
How Private and Public Markets Are Combining to Fund the AI Buildout
by Henna Nordqvist, CFA, Sydney Kyne, William Smith, AllianceBernstein We see benefits in sharing funding needs across public and…
2026 Private Markets Outlook: Executive summary
Geopolitical risks remain elevated as the markets continue to digest the impact of trade tariffs. What does this mean for private markets? Franklin Templeton Institute shares its outlook.
Building Portfolios That Never Say Sorry with Kinsted's Brent Smith
Listen on The Move 🎧 Episode Overview In this illuminating episode of Insight is Capital, host Pierre…
Future-Proof Wealth: How First Avenue is Redefining Wealth Management Advice
Listen on The Move In a world where ego often overshadows insight, First Avenue’s Kash Pashootan and…
Why EQ Beats IQ in Wealth Management with Shana Sissel
Listen on The Move In this powerful episode of Insight is Capital, host Pierre Daillie sits down…
Private Investments Come of Age: Opportunity & Balance Unlocked
Listen on The Move Private markets aren’t just the playground of institutions and the ultra-wealthy anymore. In…
Alfred Lee: Constructive, But Cautious—Navigating the market's crosscurrents
Listen on The Move In a market climbing a wall of worry, Alfred Lee, Deputy CIO at…
“Driving Blindfolded or Playing to Win?” — JPM and KKR See the Same Road, But Choose Different Gears
Markets climb a wall of worry.
How to Stay Ahead in a Shifting World: KKR’s Roadmap for the New Market Reality
In its May 2025 Insights report, titled The Art of Learning, KKR’s Global Macro & Asset Allocation team…